Kuby’s Commentary

Eric Kuby, Chief Investment Officer of North Star Investment Management, writes a weekly commentary on market and economic trends.

Here is a sampling of recent commentary:

Goldilocks and the Bears Are Back

Last Week Early in August, the combination of soft economic data and a stubbornly hawkish-sounding Fed stirred fear in investors of a recession or “hard landing.”  A flurry of data since then has reinforced the not-too-hot and not-too-cold Goldilocks scenario, sent...

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Volatility Traders Awaken

Last Week It was the worst of times on Monday and the best of times on Thursday, with wild swings that left equities slightly lower by the closing bell on Friday. The selling pressure from the end of the previous week, following the hawkish Fed meeting and soft...

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Disconnected Dots

Last Week The investor sentiment pendulum swung dramatically from the Greed pole to the Fear pole, triggered by another dose of soft economic data combined with stubbornly unresponsive Fedspeak from the FOMC statement and news conference. Despite solid corporate...

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Small Stands Tall

Last Week Market participants enjoyed an across-the-board rally on Friday to end a wild week in which the primary theme was the rotation out of tech stocks and into small caps. The damage for tech investors all came on Wednesday following earnings reports the previous...

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More Twisting Expected

Last Week As the number of 2Q24 earnings reports picked up last week, the financial markets seemed keenly aware that “Twisters,” the sequel to the 1996 cult-classic tornado-chasers “Twister,” debuted last week, as the recent rotation out of technology stocks continued...

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Small Cap Love Is in the Air

Last Week It’s been a long and winding road to the place where small caps and other non-magnificent stocks found the answer to the “when will I be loved” refrain. If last Thursday’s market action is any indicator, perhaps that love has finally blossomed. Remarks from...

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Nasdaq Fireworks

Last Week Meet the new boss. Same as the old boss. The S&P 500 kicked off the second half of 2024 with its best weekly performance in 8 weeks. Once again, however, the rally was driven by the same boss, Mr. Big Tech (not Bruce Springsteen). The S&P jumped...

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Sideways

Last Week It was primarily a sidewise stock market, despite a positive read on the global economy from FedEx Corp (FDX) and a benign inflation report, with the PCE registering a +2.6% year-over-year increase. That inflation reading was in line with expectations,...

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Dovish Drift

Last Week Trading volume was extremely heavy thanks to Friday’s “triple witching,” with a massive $5.5 trillion of options expiring. Additional activity was driven by the annual index rebalancing, in which increased weightings reward the top-performing stocks from the...

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Dissonance and More Dispersion

Last Week The songs remained the same, with mega-cap momentum stocks blasting another round of “We Are the Champions,” while the small and mid-caps lamented in “When Will I Be Loved.” The dissonance between the economic data and the FOMC statement was as deafening as...

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